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Portfolio (Quarterly) Guide ↗

North Capital, Inc.

· CIK 0002065938
13F Portfolio $118M AUM 93 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 19 Added 14 Reduced 4 Exited
Page 5 of 5  ·  93 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CVX CHEVRON CORP NEW COM Energy 1,152.0 $238K 0.20% NEW $206.99 -7.7%
82 IAU ISHARES GOLD TR ISHARES NEW ISIN #US4642852044 SEDOL #BKP74N6 Financial Services 2,679.0 $236K 0.20% -645.0 -19.4% $88.16 -3.1%
83 FDX FEDEX CORP COM USD0.10 Industrials 661.0 $235K 0.20% NEW $356.18 +9.2%
84 EMR EMERSON ELECTRIC CO Industrials 1,781.0 $233K 0.20% $131.02 +3.0%
85 WM WASTE MANAGEMENT INC Industrials 1,000.0 $230K 0.20% $229.79 -4.4%
86 IJK ISHARES S&P MID-CAP 400 GROWTH ETF 2,228.0 $224K 0.19% $100.62 +10.2%
87 LMT LOCKHEED MARTIN CORP COM USD1.00 Industrials 364.0 $220K 0.19% NEW $605.00 -13.6%
88 VYM VANGUARD WHITEHALL FDS HIGH DIV YLD 1,449.0 $215K 0.18% $148.05 +6.2%
89 LLY ELI LILLY &CO COM Healthcare 230.0 $212K 0.18% $919.77 +13.3%
90 EFA ISHARES MSCI EAFE ETF 2,163.0 $210K 0.18% $97.13 +7.3%
91 VSS VANGUARD INTL EQUITY INDEX FDS FTSE SMCAP ETF 1,426.0 $208K 0.18% $145.80 +8.9%
92 SGOV ISHARES TR 0-3 MNTH TREASRY 2,000.0 $201K 0.17% $100.66 -0.1%
93 VENU HLDG CORP 16,031.0 $53K 0.04% -1K -6.7% $3.31
Page 5 of 5  ·  93 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 40.0%
Technology 20.7%
Communication Services 15.4%
Industrials 6.6%
Consumer Cyclical 6.4%
Healthcare 5.5%
Consumer Defensive 3.3%
Energy 2.1%